Done-For-You Savings

Proven to Work

401(k)s have been wildly successful at helping people save for retirement because they've made it so you don't have to keep making good decisions to make progress. You make one good decision — to save a percentage of your income into your 401(k) — and your company makes every good decision for you after that, automatically.

Let's do that with the rest of your savings.

You'll work with your coach to agree upon a budget that includes savings into your accounts. Purposeful Wealth, a registered investment advisory firm, will then transfer your money into your emergency fund, travel savings, car maintenance, and other goals each month.

For longer-term goals, you can also work with Purposeful Wealth to invest toward them such as a 10-year anniversary trip, purchasing a house, buying your next car, and even retirement.

FDIC-Insured High Yield Savings

Your emergency fund and other short to mid-term goals go into an ultra-high-yield, FDIC-insured account so your money is protected and there when you need it. APY Rates are consistently 10x above the national average.

Longer Term Goals

Professionally Managed Investments

Buying a house, children's weddings, retirement, and other long-term goals have the opportunity to be professionally invested at a higher expected return by Purposeful Wealth. Allowing your money to work harder and grow further.